Estateably Company Profile

Background

Overview

Estateably is a Canadian-based company specializing in estate, trust, and incapacity accounting and administration software. Founded in 2018 and headquartered in Montreal, Quebec, Canada, Estateably offers an all-in-one administration platform designed to streamline the estate settlement process for professionals. The company's mission is to enhance efficiency and innovation in estate and trust administration through powerful document automation, user-friendly accounting tools, and comprehensive reporting features. Estateably's vision is to revolutionize the estate settlement process by digitizing traditionally paper-based workflows, thereby reducing the average time to settle an estate from four years to a more efficient timeframe.

Industry Significance

Operating within the legal technology sector, Estateably addresses the longstanding inefficiencies in estate and trust administration. By providing a digital solution, the company plays a pivotal role in modernizing the industry, offering professionals tools that enhance productivity, ensure regulatory compliance, and improve client service.

Key Strategic Focus

Core Objectives

Estateably's strategic focus centers on automating and simplifying the estate settlement process. The company aims to:

Enhance Efficiency: By digitizing workflows, Estateably seeks to significantly reduce the time and effort required to manage estate and trust matters.

Ensure Compliance: The platform is designed to maintain regulatory compliance, providing professionals with tools that adhere to legal standards.

Improve Collaboration: Estateably emphasizes seamless collaboration among team members and external stakeholders, facilitating better communication and task management.

Areas of Specialization

Estateably specializes in:

Estate Accounting & Administration: Managing probate matters from start to finish, including beneficiary management, asset and liability tracking, and generating court-formatted reports.

Trust Accounting & Administration: Overseeing personal inter vivos and testamentary trusts, performing trust accounting, generating compliance reports, and managing distribution requests.

Power of Attorney Accounting & Administration: Handling power of attorney mandates, performing accounting, and collaborating with external stakeholders.

Vault: Managing active planning documents and creating matters with one click, reducing data entry when starting a new file.

Key Technologies Utilized

Estateably leverages advanced technologies to deliver its services, including:

Document Automation: Instantly generating court-formatted probate forms and template letters from a library of over 1,000 documents with a single click.

Comprehensive Reporting: Providing built-in, one-click formal and informal reports, including court-formatted accounting reports and task deadline summaries.

Task Management: Offering customizable task lists to track deadlines, assign tasks, and create to-do lists.

Easy-to-Use Accounting: Providing a full suite of fiduciary accounting tools to manage distributions and automatically calculate compensation fees.

Primary Markets Targeted

Estateably primarily serves legal professionals, including law firms, trust companies, and estate administrators, aiming to modernize and streamline the estate and trust administration process.

Financials and Funding

Funding History

As of November 2025, Estateably has not reported any external funding or investment rounds. The company has achieved significant revenue growth through organic means.

Financial Performance

In 2024, Estateably reported a revenue of $3.2 million, up from $2.2 million in 2023 and $1.2 million in 2021, indicating consistent growth since its inception.

Utilization of Capital

While specific details on the utilization of capital are not publicly disclosed, the company's revenue growth suggests effective reinvestment into product development, marketing, and operational expansion.

Pipeline Development

Estateably's platform is continually evolving to meet the needs of its users. The company focuses on:

Expanding Document Libraries: Regularly updating and expanding the library of over 1,000 documents to cover a broader range of estate and trust scenarios.

Enhancing Integration Capabilities: Developing integrations with other legal and financial software to provide a more seamless user experience.

User Experience Improvements: Implementing user feedback to refine the platform's interface and functionality, ensuring ease of use and efficiency.

Technological Platform and Innovation

Proprietary Technologies

Estateably's proprietary technologies include:

Document Automation System: Enables the generation of court-formatted probate forms and template letters with a single click, reducing manual effort and errors.

Integrated Accounting Tools: A suite of fiduciary accounting tools that manage distributions, calculate compensation fees, and generate comprehensive reports.

Significant Scientific Methods

Estateably employs advanced algorithms for:

Automated Document Generation: Ensures accuracy and compliance in legal documents by automating their creation based on user input.

Task Management Optimization: Utilizes algorithms to prioritize tasks, assign responsibilities, and track deadlines effectively.

AI-Driven Capabilities

While specific AI-driven capabilities are not detailed, Estateably's focus on automation and efficiency suggests the potential integration of AI technologies to further enhance its platform's functionality.

Leadership Team

Executive Profiles

Ari Brojde: Founder and CEO since March 2018. Ari is an integrated wealth management subject matter expert, CIO-Certified Blockchain Professional, and Certified Executor Advisor.

Key Contributions

Under Ari Brojde's leadership, Estateably has developed a comprehensive platform that addresses the complexities of estate and trust administration, leading to significant revenue growth and industry recognition.

Competitor Profile

Market Insights and Dynamics

The estate and trust administration software market is evolving, with increasing demand for digital solutions that enhance efficiency and compliance. Estateably's growth reflects a broader trend towards modernization in this sector.

Competitor Analysis

Estateably faces competition from companies like Trust & Will, which offers online estate planning services. However, Estateably differentiates itself by focusing on the administrative aspects of estate and trust management, providing a comprehensive suite of tools for professionals.

Strategic Collaborations and Partnerships

Integration Partners

Clio: A leading provider of cloud-based legal technology, offering solutions to manage and grow law firms effectively.

DecisionVault: Provides estate planning attorneys with a central system for collecting, storing, and integrating client intake information.

Industry Partners

EstateSearch: The UK's leading technology provider for private client professionals, supporting over 10,000 experts across 2,000+ legal firms.

Gordon's Downsizing & Estate Services LTD: Offers one-stop-shop estate settlement for physical assets needs, including certified appraisals for probate in Ontario.

Operational Insights

Strategic Considerations

Estateably's focus on automation and user-friendly design positions it well against competitors by addressing the specific needs of estate and trust professionals. The company's partnerships with established legal technology providers enhance its market position and expand its capabilities.

Strategic Opportunities and Future Directions

Roadmap and Expansion

Estateably plans to:

Expand Document Libraries: Continuously update and expand its library to cover a broader range of estate and trust scenarios.

Enhance Integration Capabilities: Develop further integrations with other legal and financial software to provide a more seamless user experience.

User Experience Improvements: Implement user feedback to refine the platform's interface and functionality, ensuring ease of use and efficiency.

Future Objectives

By leveraging its strengths in automation, compliance, and collaboration, Estateably aims to become the leading platform for estate and trust administration, continually innovating to meet the evolving needs of legal professionals.